(This page is under construction, click here to see legacy documentation.) 

(Video)

Overview:

Subcontracts in Workbench can be accessed either through the Jobs screen or directly through the Subcontracts Site Map menu item. The only difference is that when accessing Subcontracts through a specific Job, the Job filter is automatically set based on your selection, while this screen forces you to choose the Job first.

Screen Guide:

You can use this screen to create subcontracts by clicking the + New Subcontract button. If you populate the Job filter before clicking the button, the Job field will be filled out according to that filter, otherwise you will need to select the Job you are creating the subcontract for.

Remember, to display existing subcontracts, you will need to populate the Job or Subcontractor fields in the filter first.

• Subcontract is, by default, a concatenation of the Job number and the number sequence of the subcontract under that Job to three digits. This field also serves as the link to take you to the Subcontract Summary tab, and the blue circle navigates you to Subcontract Users and Work Orders, pre-filtered for the selected subcontract.
• Current Value displays the total committed cost of all Work Orders for the subcontract.
• Net Certified displays the total certified amounts in Subcontract Claims, minus any Retention Release held.
• Certified to Date displays the total certified amount including retentions.
• Paid(incl GST) shows how much has been paid based on Subcontract Payments.
• Retentions is the amount being held in Retention Release.

Next Steps:

When creating a new subcontract, proceed to Subcontract Summary. If you want to view existing information, click the subcontract field and then the tab you wish to view.